+90.1%
PFE vs EQIX
+246.9%
-156.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.2% |
| 7D | +1.8% | -0.8% | +2.6% | +1.8% |
| 30D | +10.2% | -1.4% | +11.7% | +10.3% |
| 3M | +12.7% | -4.4% | +17.1% | +12.9% |
| 6M | +10.5% | +7.9% | +2.6% | +9.9% |
| YTD | +20.2% | +37.3% | -17.1% | +17.6% |
| 1Y | +24.1% | +37.8% | -13.7% | +21.3% |
| 3Y | -3.6% | +42.0% | -45.5% | -6.2% |
| 5Y | -20.9% | +29.6% | -50.5% | -22.9% |
| 10Y | +35.8% | +238.3% | -202.5% | +24.9% |
| All | +90.1% | +246.9% | -156.8% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EQIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling